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Buckingham Strategic Wealth’s SAP SAP Stock Holding History

Buckingham Strategic Wealth’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$247K Buy
1,223
+3
+0.2% +$566 ﹤0.01% 651
2024
Q1 		$238K Buy
+1,220
New +$217K ﹤0.01% 661
2023
Q3 		– Sell
-1,616
Closed -$221K – 705
2023
Q2 		$221K Buy
+1,616
New +$214K ﹤0.01% 609

Other funds holding SAP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Buckingham Strategic Wealth's SAP Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its SAP (SAP) stake by 0.25% in Q2 2024, buying an estimated $566 and bringing the position to 1,223 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Buckingham Strategic Wealth first reported a position in SAP in Q2 2023 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold SAP as of Q2 2024.

  • Buckingham Strategic Wealth held 1,223 shares of SAP worth $247K as of Q2 2024.
  • Buckingham Strategic Wealth bought 3 SAP shares in Q2 2024, an estimated $566.
  • SAP made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #651 holding.
  • Buckingham Strategic Wealth first reported a position in SAP in Q2 2023 and has held it in 3 quarters since.
  • 742 funds tracked by Wall St. Rank held SAP as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.